Retirement Portfolio Lifespan  

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

     

What is the expected value of your investment portfolio at retirement?

$

What annual return do you expect to earn on this portfolio (0 to 10 percent)?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
PLN & Associates, Inc.
15400 Jennings Lane, Suite 300 • Bowie, MD • 20721
Phone: (301) 390-4635 • Fax: (301) 390-0442
• pnewton@cfiemail.com

Securities and advisory services offered through Centaurus Financial, Inc. a Registered Investment Advisor. Memeber of FINRA and SIPC.  Supervisory office: 801 Sycolin Road SE, Suite 302, Leesburg, VA 20175, 800-699-0299.  PLN & Associates, Inc. and Centaurus Financial, Inc. are not affiliated.  This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined.  Information relating to securities is intended for use by individuals residing in Maryland, Virginia, and Washington, DC.